Convergence Financial’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.59M Buy
11,566
+6,169
+114% +$749K 0.13% 95
2026
Q1
$635K Buy
+5,397
New +$691K 0.07% 134

Other funds holding PHM

Convergence Financial's PHM Position: Q2 2026 in Review

Convergence Financial increased its Pultegroup (PHM) stake by 114% in Q2 2026, buying an estimated $749K and bringing the position to 11,566 shares worth $1.59M. The position accounts for 0.13% of the portfolio, ranked #95.

Convergence Financial first reported a position in PHM in Q1 2026 and has held it in 2 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Convergence Financial held 11,566 shares of Pultegroup worth $1.59M as of Q2 2026.
  • Convergence Financial bought 6,169 Pultegroup shares in Q2 2026, an estimated $749K.
  • Pultegroup made up 0.13% of Convergence Financial's portfolio in Q2 2026, its #95 holding.
  • Convergence Financial first reported a position in Pultegroup in Q1 2026 and has held it in 2 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.